About the role
The role of a Service Lead is to support the team of Burgundy Private Bankers and Managing partners to onboard new clients and to manage service to the existing clients through service partners.Key Responsibilities
� Ensuring end to end client experience enhancement - Build the right set of processes for ensuring seamless transaction execution for Burgundy Private clients.
� NPS to be best in class � 76% target for service team - Ensure creation and dissemination of� client experience survey for Burgundy Private clients.
� Process enhancements for better service efficiency - Create optimal TATs for client onboarding and service requests for Burgundy Private
� Hiring - Identify, acquire and train the right resources in the Service Partners� team across key locations.
� Budget allocation - Ensure optimal coverage of Burgundy Private Service Partners in terms of the right level of mapping at the Partner and Clients (Families) level.
� Team structure - Mobilizing Service Lead role to ensure better productivity across locations with enhanced customer and team management
� Adhering to bank compliance requirements
� Ensuring team alignment for bank compliance
� Encouraging best practices in the team to ensure compliance adherence
QualificationsOptimal qualification for success on the job is:
� Graduate or Post Graduate.
� 10+ yrs of work experience in NBFC sector.
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Role Proficiencies:For successful execution of the job, a candidate should possess the following:
� Knowledge of Banking & Investment products & services
� Delivering the firm- pit the client at the heart of our business and deliver joined up services and solutions aligned to the customer�s need
� Achieve the operational standards for the business and work within agreed procedures and guidelines displaying high level of integrity at all times
� Coordinate with cross functional team to manage the TAT and customer experience
� Provides Support to Affluent RMs
Abilities
� Ability to work effectively across functions
� Ability to prioritize and make decisions in a fast-paced environment
� Ability to work as a part of team and contribute towards team goals
� �Ability to manage multiple tasks/projects and deadlines simultaneously